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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,654 | $68,880-19.2% | $120,580-53.8% | $80,959-31.3% |
| Participation rate | 27.1% | 61.7%-34.6pp | 72.0%-44.9pp | 67.7%-40.6pp |
| Annual return | 12.17% | 23.68%-11.5pp | 107.48%-95.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $552 | $2,066-73.3% | $3,469-84.1% | $2,757-80.0% |
| Participant deferral / active EE | $1,153 | $3,191-63.9% | $4,995-76.9% | $4,300-73.2% |
| Admin fee / account holder | $1,057 | $5,785-81.7% | $9,418-88.8% | $6,925-84.7% |